05/14/2025
New Head of Private Banking for Investec in the Channel Islands
She is based in Guernsey and leads the business across the Crown Dependencies.
Executive Moves
05/14/2025
Investec Bank has Appointed Two Leaders to Head its Financial Intermediary Team
Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team
05/13/2025
Succession planning in the BEKB Board of Directors under the sign of continuity: From Antoinette Hunziker-Ebneter to Annelis Lüscher Hämmerli
The current Chairwoman of the Board of Directors, Antoinette Hunziker-Ebneter, will step down as planned in May 2026 after twelve years of service on the Board of Directors
05/13/2025
Ex-Julius Baer executive resurfaces on major asset manager’s board
Beatriz Sanchez, who held roles including chair of the Americas at Julius Baer, will join the board of Sura Asset Management and Sura Investments.
05/13/2025
Columbia Threadneedle UK distribution co-head joins Rathbones
As part of a trio of hires to the Rathbones distribution team
05/13/2025
Premier Miton rethinks manager line-up on trio of funds
Asset manager also closes £6m EM Sustainable fund that has struggled to garner interest since launch two years ago.
05/13/2025
Rathbones AM poaches from Vanguard in hiring spree
The appointments come as the firm attempts to strengthen its advisory offerings.
05/09/2025
David Geale appointed executive director for payments and digital finance
In his role David will be responsible for helping to deliver the National Payments Vision and driving the FCA’s work on open banking and digital finance.
05/09/2025
Urs Fehr becomes Head of Communications and Investor Relations
Urs Fehr will join TX Group on 10 June 2025 and will be responsible for communications at group level, with a particular focus on financial communications and investor relations.
05/09/2025
Wave of PM exits at Schroders amid sweeping ‘transformation’
Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.
05/09/2025
Private markets platform adds Santander AM chair to board
Treble Peak has added Jocelyn Dehnert to its board following a £5m fundraise.
05/09/2025
Fund buyer returns to German group to replace outgoing selector
Experienced investment professional returns to Cologne-based fund house and assumes post vacated by Selector 100 investor.
05/08/2025
Citi hires JPMorgan veteran for wealth business
Russell Budnick joins Citi Wealth as global head of capital markets
05/08/2025
Credit Suisse Veteran Joins Private Bank
Sébastien Pesenti has recently become the head of Indosuez Wealth Management’s domestic business in Ticino, Switzerland
05/08/2025
Julius Baer managing director retires
Paul Van Neste retires after nearly 15 years at Julius Baer.
05/08/2025
Nucleus appoints group Chief Risk Officer
Louis joins Nucleus from Brooks McDonald
05/08/2025
Zurich Private Bank Appoints Prominent New Board Member
She succeeds Peter Altorfer, who declined to stand for re-election.
05/08/2025
Selector 100 fund buyer exits for senior role at German private bank
Multi-asset specialist to assume head of portfolio management position at new employer.
05/07/2025
Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses
The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.
05/07/2025
Mirabaud & Cie (Europe) SA strengthens its governance with the appointment of Carlo Thill to its Board of Directors
This appointment is part of the Group’s strategy to consolidate its governance structure in Luxembourg and support its strategic development in Europe.